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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,519 | $99,647-70.4% | $86,439-65.8% | $134,509-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -40.14% | 6784.13%-6824.3pp | 4395.55%-4435.7pp | 418.13%-458.3pp |
| Employer contribution / active EE | $9,922 | $4,401+125.4% | $3,769+163.3% | $4,741+109.3% |
| Participant deferral / active EE | $15,525 | $7,246+114.2% | $6,952+123.3% | $6,400+142.6% |
| Admin fee / account holder | $27 | $8,373-99.7% | $6,732-99.6% | $11,427-99.8% |